Apr. 28 at 5:30 PM
$ALOY Wall Street Is Finally Paying Attention to American Rare Earths
Wall Street is focusing on North American rare earth supply chains as companies race to process and manufacture magnets domestically ahead of a Jan 1, 2027 ban on Chinese-origin NdFeB magnets in U.S. defense systems. Key developments include REalloys' Ohio metallization buildout (Phase 1 operational 2027;
$50 million dedicated), a Clear Street Buy with a
$35 target on REalloys, Energy Fuels' domestic NdPr oxide production by early 2026, and USA Rare Earth's
$1.6 billion U.S. government funding to scale Round Top and a Stillwater magnet plant.
https://www.stocktitan.net/news/USAR/wall-street-is-finally-paying-attention-to-american-rare-1itiy8sdvtv0.html
